Canopy documentation

Welcome to Canopy

This page will help you get started with Canopy. You'll be up and running in a jiffy!

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We connect to every Bank in the world

Canopy is able to take in data in any format (APIs, Data Feeds, PDFs etc.). This allows us to connect to every single Bank/Custodian/Fund Administrator in the world.

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List of Automated Data Feeds

In addition, Canopy has more than 12,000 data feeds for North American, South American and German Financial Institutions available through affiliates.

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Canopy Use Cases

Canopy helps wealth managers control the two parts of their business that directly touch their clients

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Pricing

Canopy subscription prices vary by the number of UBOs (Ultimate Beneficial Owners) or Clients that you have.

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